Artisan Partners
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Artisan Partners’s Netflix NFLX Stock Holding History

Artisan Partners’s Portfolio NFLX Stock Details NFLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-541,000
Closed -$72.4M – 362
2025
Q2 		$72.4M Buy
+541,000
New +$61.2M 0.11% 170

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VCM
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Artisan Partners's NFLX Position: Q1 2026 in Review

Artisan Partners reduced its Netflix (NFLX) stake by 92% in Q1 2026, selling an estimated $365M and leaving 364,887 shares worth $35.1M. The position accounts for 0.06% of the portfolio, ranked #232.

Artisan Partners first reported a position in NFLX in Q1 2015 and has held it in 32 quarters since. The position peaked at $1.48B in Q2 2025. 3,608 funds tracked by Wall St. Rank hold NFLX as of Q1 2026.

  • Artisan Partners held 364,887 shares of Netflix worth $35.1M as of Q1 2026.
  • Artisan Partners sold 4,145,510 Netflix shares in Q1 2026, an estimated $365M.
  • Netflix made up 0.06% of Artisan Partners's portfolio in Q1 2026, its #232 holding.
  • Artisan Partners first reported a position in Netflix in Q1 2015 and has held it in 32 quarters since.
  • Artisan Partners's Netflix position peaked at $1.48B in Q2 2025.
  • 3,608 funds tracked by Wall St. Rank held Netflix as of Q1 2026.

Based on Artisan Partners's 13F filing for Q1 2026, filed 13 May 2026.